Broker Check

Lafayette Office

133 North 4th Street

Suite 501
Lafayette, IN 47901

Wealth Planning

Together, we'll complete a full assessment of your current financial situation as it relates to your retirement objectives, including a financial life plan.

Trust Services

Lafayette Wealth Management Group can recommend third parties to assist you with comprehensive trust services customized to address your needs, such as:

  • Revocable Trusts
  • Charitable Reminder Trusts
  • Irrevocable Life Insurance trusts
  • Administration
  • Tax impacts/reporting
  • Compliance matters
  • Fiduciary accountability

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. At Lafayette Wealth Management Group, we will:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Retitle assets to help reduce or eliminate estate taxes
  • Retitle assets to avoid probate
  • Conduct bi-annual estate planning reviews

Risk Management Planning

Don't let the unexpected put a halt on your retirement plans. At Lafayette Wealth Management Group, we'll conduct a comprehensive review of your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage.

Business Planning

If you are a corporation or own a small business, our business planning professionals offer a complimentary consultation with you and the key members of your organization to explore how we can best address your needs, such as:

  • Employee retirement plans
  • Executive compensation
  • Business buy-sell/continuity strategies

Women's Wealth

Women today live longer than men, and increasingly, more women will become the sole financial decision maker in the household. Our national survey found that achieving financial esteem is over seven times more important for women than accumulating wealth. Women see their investments as a way to protect their families and themselves, not as a "wealth scorecard." We understand. By offering education and knowledge, we help you navigate through life's transitions and empower you to have confidence in yourself and your legacy.

Our thoughtful, client-centric approach sets us apart. We take the time to listen to you to gain a complete understanding of your unique situation, and help you develop and manage a financial plan and investment strategy tailored to your lifestyle goals and objectives. Our team approach offers the advantage of 21-plus years of combined experience, extensive education, and services providing a high degree of integrity and ethics.

Because life is constantly changing, we make it a point to maintain regular contact with you so we can proactively respond to changes in your circumstances or priorities. We are committed to providing you with the caring support and strategic guidance you need, in good times and in challenging ones, as you take steps toward the next chapters of your life.

Take Action Now:

  • Send appointment Request
  • Open an account securely; send the following details and an account will be opened and you’ll be contacted within 2 hours of receipt during business hours:
    • Name
    • Address
    • Phone
    • Email
    • Driver’s License Number/Issue Date/Expiration Date
    • Employment Information – name, phone, address, occupation (even if retired; use last employment information)

401(k), 403(b), Profit Sharing Plan Strategies

We are able to present to you a transparent side-by-side comparison of what you are offering now and its expense compared to what we can provide through a number of partners we have access to.

  • We can fine tune this comparison in your due diligence process upon receipt of a 408(b)2 report.
  • Your employees will have access to our team at Lafayette Wealth Management Group for a holistic review of their wealth management needs to better plan for the future.